Life Story Financial

Overview

Life Story Financial is a small independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and advisor selection services. Its fee model is flexible — charging a percentage of assets under management as well as offering hourly and fixed-fee engagements — which suits both ongoing investment relationships and project-based planning work. Investment activity centers on pooled public funds rather than direct security selection. Life Story Financial identifies as an active ESG investor, indicating environmental, social and governance considerations are integrated into manager selection and portfolio construction. Given the firm’s size and service mix, its approach emphasizes professionally managed mutual funds and public fund solutions to deliver diversified exposures, while retaining the ability to engage other advisers when clients need specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices